Jeremy Duffy.

Partner (Head of Private Wealth)

Jeremy is head of the Private Wealth department – a team noted in both Legal 500 and Chambers legal directories for the quality of expertise offered to both national and international clients.

He joined Mundays to further compliment and reinforce development of our international offering using his expertise after spending many years with the Royal Bank of Canada Wealth Management in Jersey and practising in a City firm which focusses on international work.

Jeremy has a wealth of experience in areas that many lawyers practising in Surrey do not have and comparable to the specialisms from the City.

Jeremy is a Full STEP Member and has the STEP Offshore Diploma – International Trust Management.

+44 (0)1932 590597

jeremy.duffy@mundays.co.uk

Wills→

By putting in place a Will you can ensure that your estate passes according to your wishes on your death. If you die without a valid Will in place (intestate), your estate passes according to the law and this may not be to the people that you wish; e.g. to the disadvantage of cohabitees, children from a first marriage etc.

Trusts, Wills and Probate Disputes→

At Mundays we have a wealth of experience in dealing with such issues, having acted on a wide range of disputes over many years for executors, beneficiaries and trustees.

Trusts→

Trusts can be used to protect, preserve and enhance the wealth of a family or individual.

Administration of Estates→

We pride ourselves on providing a personal service during this difficult time, guiding you through this process and ensuring what you need to do during the administration is done.

Tax Planning→

We can help you reduce tax payable through lifetime and post death planning. We provide a service that is tailored to your specific needs.

International→

We have considerable experience in advising overseas clients in respect of commercial and corporate transactions in the UK and assisting our UK based clients with transactions involving cross border elements.

Lasting Powers of Attorney→

Taking steps to ensure your financial affairs, future healthcare and welfare decisions are in order will be helpful to your relatives or friends to make decisions for you, when you are no longer able to and if you require their assistance in the future.

Elderly Client Services→

With our growing elderly population it is increasingly important to protect the interests of our elderly clients and avoid future pitfalls in the management of their affairs. Our team prides itself on providing a personal and empathetic service combined with professional legal advice.

Family run businesses→

Managing a family run or family owned business presents a number of interesting and unique challenges that are rarely present in other private businesses.

International Expertise→

With the increasing ease of international travel, it is very common for families to have lived or worked in more than one country, and for couples to hold different nationalities or to own assets overseas.

Advising international clients on tax planning often in relation to immigration to the UK and residence and domicile matters.
Co-ordinating international private client matters with a particular focus on US clients.
Considering the taxation of property holding structures.
Advising on de-enveloping of property holding structures and related tax matters.
Reviewing and advising upon a client’s domicile position.
Counselling international clients on their ongoing tax liabilities whilst resident in the UK and the structuring of inward investment where required.
Looking at the ongoing tax issues relating to offshore trusts, their UK settlors and UK resident beneficiaries.
Experience assisting clients seeking to bring their personal tax affairs in order through the use of HMRC disclosure facilities.

Inheritance Tax: Time for simplification of the rules?

30th October, 2019

Kerry Sawyer and Jeremy Duffy look at the number of recommendations and proposals the OTS has made in the hope that it will simplify the Inheritance Tax position.

19th June, 2019

Whether you’re a Hollywood celebrity like Julia Roberts, an intrepid traveller, entrepreneur, expatriate moving for work or simply relocating for love.

1st March, 2019

Jeremy Duffy and Annika Bell look ahead to the long anticipated probate fee hike

Our People.

The whole team at Mundays are client focussed, approachable and friendly people who are willing to help, so you should feel confident in contacting any of them at any time. Details of our staff members can be found on our People page or via the team member links on the pages explaining the services we provide

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